See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 711 HIGH ST. · DES MOINES, IA 50392 | Recordkeeping | $255,201 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $111,283 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 535 MIDDLEFIELD RD · MENLO PARK, CA 94025 | Advisory (Plan) | $70,645 |
THE SEGAL COMPANY6 years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Pension Consulting | $38,750 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 8399 E INDIAN SCHOOL RD · SCOTTSDALE, AZ 85251 | Accounting | $28,114 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $20,124 |
NECASTAR5 years Service code 13 · EIN 86-0140480 | Contract Administrator | $17,093 |
RYAN RAPP & UNDERWOOD2 years Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 29 · EIN 86-0767091 | Legal | $16,318 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,503 | $76,774-66.8% | $112,228-77.3% | $77,904-67.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -15.14% | -10.25%-4.9pp | 27.45%-42.6pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,831 | $3,977-54.0% | $3,635-49.6% | $2,848-35.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $144 | $239-39.9% | $6,410-97.8% | $133+8.4% |